Terms & Conditions | Infinity Bookkeeping Solutions

Welcome. These Terms & Conditions ("Terms") govern the relationship between Infinity Bookkeeping Solutions Inc. ("we," "us," "the firm") and you ("you," "client," "your") in connection with any and all professional services provided. By engaging our services — whether through a signed engagement letter, verbal agreement, submission of documents, or payment of any invoice — you acknowledge that you have read, understand, and agree to be bound by these Terms in their entirety.

These Terms apply to all current and future engagements unless expressly superseded by a separate written agreement executed by both parties. If any provision of these Terms conflicts with an individual engagement letter, the terms of the engagement letter shall govern to the extent of the conflict.

1. Introduction & Acceptance

By engaging the firm or using the firm's website (infinitybks.com), you agree to these Terms in full. If you do not agree, you must discontinue use of our website and services.

2. Scope of Services

The specific services to be performed for each client will be described in an engagement letter or service agreement. Services may include, but are not limited to, bookkeeping, accounting, tax preparation, payroll processing, financial consultation, and related professional services.

The firm will perform services with reasonable care and in accordance with applicable professional standards.
The scope of work is limited to the services described in the applicable engagement letter; additional services requested will be subject to separate terms and fees.
The firm reserves the right to decline any engagement or service request at its sole discretion.

Important — Our services are advisory and preparatory in nature. The firm does not provide legal advice and is not a substitute for a licensed attorney. Clients are encouraged to seek independent legal counsel for matters outside the scope of our expertise.

3. Client Obligations

A successful engagement requires active cooperation from the client. By engaging our services, you agree to the following responsibilities:

Provide accurate and complete information — You are responsible for the accuracy and completeness of all documents, records, and information provided to the firm.
Meet agreed-upon deadlines — Timely delivery of requested documents and information is essential. Delays may result in missed deadlines for which the firm cannot be held responsible.
Respond to communications — You agree to respond to emails, calls, and document requests within a reasonable timeframe.
Disclose material changes — You agree to notify the firm promptly of any changes to your financial situation, business structure, or filing requirements.
Review and approve deliverables — You are ultimately responsible for reviewing and approving all documents, returns, and reports prepared on your behalf before they are filed or submitted.

4. Confidentiality & Data Protection

The firm is committed to maintaining the confidentiality of all client information. All personal and financial data provided to the firm in the course of an engagement will be treated as strictly confidential and handled in accordance with applicable privacy laws and professional standards.

Client information will not be disclosed to any third party without your express written consent, except as required by law, regulation, or court order.
The firm maintains reasonable administrative, technical, and physical safeguards to protect client data.
Digital records and communications are secured through industry-standard encryption and access controls.
Upon termination of an engagement, client records will be retained in accordance with applicable retention requirements and then securely destroyed.

5. Intellectual Property & Work Product

All work performed by Infinity Bookkeeping Solutions Inc. — including, but not limited to, documents, reports, tax returns, financial statements, workpapers, schedules, deliverables, and all other materials prepared by the firm in the course of an engagement ("work product") — is considered the intellectual property of the firm and is governed by the terms below.

Ownership until paid in full — All work product is owned solely and exclusively by Infinity Bookkeeping Solutions Inc. until services are paid for in full. Upon receipt of full payment for the corresponding engagement, ownership of the finished work product will transfer to the client.
Retained rights after transfer — Following transfer of ownership, Infinity Bookkeeping Solutions Inc. will maintain minimal residual rights in all intellectual property — including the right to retain archival copies, reference work papers, and any underlying templates, proprietary systems, processes, methodologies, and know-how — all of which remain protected by applicable intellectual property laws.
Withholding of unpaid work — Until payment is received in full, the firm retains the right to withhold delivery of any work product, in whole or in part.
No distribution, reproduction, or use without permission — Distribution, reproduction, republishing, modification, or use of any content on the firm's website or from work created by the firm — regardless of payment status — is strictly prohibited without specific prior written permission from Infinity Bookkeeping Solutions Inc. This restriction applies to clients, prospects, vendors, and any third parties, and survives termination of the engagement.
Templates & proprietary materials — Templates, checklists, internal procedures, training materials, and proprietary systems used by the firm remain the exclusive intellectual property of the firm at all times and do not transfer to the client under any circumstance.
Client-provided materials — Client-provided data and original source documents remain the property of the client at all times.
Enforcement — Any unauthorized use, reproduction, or distribution of the firm's intellectual property may result in immediate termination of services, recovery of damages, and any other remedies available under law.

Important — The protections in this section apply to all current and future engagements and survive termination. By engaging the firm, you affirm that you will not reproduce, distribute, or repurpose the firm's website content or work product — paid or unpaid — without specific prior written permission.

6. Limitation of Liability

To the fullest extent permitted by applicable law:

The firm's total liability for any claim arising out of or related to services provided shall not exceed the total fees paid by the client for the specific engagement giving rise to the claim.
The firm shall not be liable for any indirect, incidental, consequential, special, or punitive damages, including but not limited to loss of profits, loss of business, or loss of data.
The firm shall not be liable for any errors, delays, or failures resulting from the client's failure to provide accurate, complete, or timely information.
The firm shall not be liable for penalties, interest, or other assessments imposed by any taxing authority where such assessments result from information provided by the client or from the client's failure to follow the firm's recommendations.

7. Indemnification

You agree to indemnify, defend, and hold harmless the firm, its owners, employees, and agents from and against any and all claims, liabilities, damages, losses, costs, and expenses (including reasonable attorneys' fees) arising out of or related to:

Your breach of these Terms or any engagement agreement.
Your failure to provide accurate, complete, or timely information.
Any misrepresentation made by you in connection with services provided by the firm.
Any third-party claim arising from your use of work product prepared by the firm.

8. Dispute Resolution

In the event of a dispute arising out of or related to these Terms or any services provided by the firm:

Good faith negotiation — The parties shall first attempt to resolve any dispute through direct, good faith communication within thirty (30) days of written notice.
Mediation — If informal negotiation does not resolve the matter, either party may request non-binding mediation. The cost of mediation shall be shared equally.
Binding arbitration or litigation — If mediation is unsuccessful, the dispute may be resolved through binding arbitration or litigation in accordance with applicable state law. The prevailing party shall be entitled to recover reasonable attorneys' fees and costs.

Any claim or dispute must be brought within one (1) year of the date the claim arose or, if later, the date the claim was discovered or reasonably should have been discovered.

9. Termination of Services

Either party may terminate an engagement at any time by providing written notice to the other party. Upon termination:

All outstanding balances become immediately due and payable.
Completed work product will be delivered upon receipt of final payment.
Work in progress will be billed through the date of termination based on services rendered.
The firm reserves the right to determine, at its sole discretion, the final amount owed based on the scope of work completed, time invested, and the terms of the original agreement.

Termination does not relieve either party of obligations that accrued prior to the effective date of termination, including payment obligations and confidentiality requirements.

10. Governing Law

These Terms and any engagement hereunder shall be governed by and construed in accordance with the laws of the State of New York, without regard to its conflict of law provisions. Any legal action or proceeding arising under these Terms shall be brought exclusively in the courts of competent jurisdiction within that state.

11. Force Majeure

The firm shall not be held liable for any failure or delay in the performance of its obligations where such failure or delay results from circumstances beyond the firm's reasonable control, including but not limited to:

Natural disasters, severe weather, pandemics, or public health emergencies.
Government actions, regulatory changes, or court orders.
Technology failures, cyberattacks, or third-party service outages.
Labor disruptions, utility failures, or supply chain interruptions.

In the event of a force majeure event, the firm will use reasonable efforts to resume performance as soon as practicable and will promptly notify affected clients of any anticipated delays.

12. Amendments & Modifications

We reserve the right to update or modify these Terms at any time. Changes will be posted on this page with an updated "Last Updated" date. Continued use of our services after changes are posted constitutes acceptance of the revised Terms.

13. Severability

If any provision of these Terms is found to be unenforceable or invalid, that provision shall be limited or eliminated to the minimum extent necessary so that the remaining provisions remain in full force and effect.

14. Entire Agreement

These Terms, together with any applicable engagement letter, constitute the entire agreement between you and the firm regarding the subject matter herein and supersede all prior agreements, understandings, and communications.

15. SMS/Text Messaging Terms

By providing your phone number and opting in to receive text messages from Infinity Bookkeeping Solutions Inc., you agree to the following terms regarding SMS/text message communications:

Consent — By opting in, you consent to receive text messages from the firm, including but not limited to appointment reminders, service updates, document requests, billing notifications, and other communications related to your engagement.
Message frequency — Message frequency may vary depending on your engagement and service needs. Recurring messages may be sent periodically throughout the duration of your engagement.
Message and data rates — Standard message and data rates may apply depending on your wireless carrier and plan. The firm is not responsible for any charges incurred from your carrier.
Opt-out — You may opt out of receiving text messages at any time by replying STOP to any message received from the firm, or by contacting us directly at [email protected]. Opting out of text messages will not affect your ability to receive services from the firm.
Help — For assistance with text messaging, reply HELP to any message or contact us at [email protected].
No obligation — Consent to receive text messages is not a condition of purchasing any services from the firm.
Privacy — Your phone number and opt-in data will not be shared with or sold to third parties for marketing or promotional purposes. Your information will be used solely for the purposes described in this section and in accordance with our Privacy Policy.
Carrier disclaimer — Carriers are not liable for delayed or undelivered messages.
Supported carriers — Service is available on most major U.S. wireless carriers. The firm does not guarantee delivery on all carrier networks.

By continuing to receive text messages from the firm, you acknowledge and agree to these SMS/text messaging terms. If you have questions about our text messaging practices, please contact us at [email protected].

Contact

If you have questions about these Terms, please contact us:

Infinity Bookkeeping Solutions Inc.
Email: [email protected]
Website: infinitybks.com